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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,495 | $172,111-91.0% | $150,298-89.7% | $137,256-88.7% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 25.59% | 69.37%-43.8pp | 62.79%-37.2pp | 220.34%-194.7pp |
| Employer contribution / active EE | $263 | $4,636-94.3% | $4,154-93.7% | $4,156-93.7% |
| Participant deferral / active EE | $2,366 | $6,166-61.6% | $5,453-56.6% | $6,407-63.1% |
| Admin fee / account holder | $395 | $16,471-97.6% | $14,116-97.2% | $12,270-96.8% |